Data Handling and Visualization
MGMT 675
AI-Assisted Financial Analysis
Kerry Back

Types of Plots
- Distributions
- Histograms, density plots, box plots, pie charts
- Bivariate
- Line plots, scatter plots (with regression lines and with transparency), hexbin plots
- 3D
Visualization Examples
- Ask Julius to create a density plot of marketcap in the metrics dataset.
- Ask Julius to save as a jpeg and provide a link.
- Ask Julius to create a bar chart of total marketcap by sector using the merged dataset.
- Ask Julius to make the font size larger.
- Ask Julius to create a pie chart of the number of firms by sector using the merged dataset.
- Ask Julius to use seaborn to create a boxplot of marketcap by sector. Ask Julius to save as a png.
- Ask Julius to use plotly to create a boxplot of marketcap by sector in the merged dataset and to include the ticker in the hover data. Ask Julius to save as html.
- Ask Julius to calculate the daily percent changes in the crude oil price and to create a filled density plot using seaborn.
- Ask Julius to create a filled contour plot of the function \(z=(4x + y)^2\) for \(x\) and \(y\) between \(-2\) and \(2\).
- Ask Julius to create a 3D plot of the same function on the same range.
- Ask Julius to use plotly to create a figure containing line plots of the 3-month, 1-year, 5-year, and 10-year Treasury yields. Ask Julius to save as html.
- Ask Julius to recreate the figure using the plotly_white template.
- Ask Julius to use plotly to create an animation showing a plot of the 3-month, 1-year, 5-year, and 10-year Treasury yields as a function of maturity. Tell Julius to use the date as the animation frame.